Vanguard Small-Cap Value ETF shares owned by HB Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 62k | 208.71 |
| 2025-06-30 | $12M | 62k | 195.01 |
| 2025-03-31 | $11M | 58k | 186.29 |
| 2024-12-31 | $9.6M | 49k | 198.18 |
| 2024-09-30 | $9.6M | 48k | 200.78 |
| 2024-06-30 | $8.8M | 49k | 182.52 |
| 2024-03-31 | $9.3M | 48k | 191.88 |
| 2023-12-31 | $8.8M | 49k | 179.97 |
| 2023-09-30 | $7.2M | 45k | 159.49 |
| 2023-06-30 | $7.1M | 43k | 165.40 |
| 2023-03-31 | $6.8M | 43k | 158.76 |
| 2022-12-31 | $6.3M | 40k | 158.80 |
| 2022-09-30 | $5.9M | 41k | 143.39 |
| 2022-06-30 | $7.1M | 47k | 149.81 |
| 2022-03-31 | $8.4M | 48k | 175.94 |
| 2021-12-31 | $5.1M | 29k | 178.84 |
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